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April 15, 2024

HubSpot Updates

#HubSpot Updates

#New properties synced from ChargeOver to HubSpot

We've added a number of new properties that get synced from ChargeOver, to HubSpot.

New HubSpot Company properties

  • The number of invoices for this company
  • The number of PAID invoices for this company
  • A link to the ChargeOver-hosted "Update your payment method" page
  • A link to the ChargeOver-hosted "Customer Statement" page
  • A link to the ChargeOver edit customer page

New HubSpot Deal properties

  • The number of invoices for this deal
  • The number of PAID invoices for this deal
  • The date of the last payment attempt
  • The date of the last successful payment
  • The last payment amount
  • The date of the last invoice (if this deal is a recurring subscription)
  • A link to the ChargeOver edit page for the subscription or invoice this deal corresponds to
  • The subscription ID #
  • The subscription start date

#New CRM card for quotes created from HubSpot deals

If you're creating quotes in ChargeOver from accepted/won deals in HubSpot, we've added a new HubSpot CRM card which provides you with the corresponding ChargeOver quote details.

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